Customer Service Specialist | Enrolled Agent

Current • Springfield, MO

9d • Hybrid

About The Position

The Customer Service Specialist is responsible for resolving IRS and state tax notices, supporting clients through audit processes, and ensuring full tax compliance. This role serves as a liaison between clients and tax authorities, provides strategic advice on penalty relief and compliance issues, and ensures timely, accurate resolution of all tax-related correspondence. The ideal candidate is detail-oriented, experienced in audit defense, and skilled in delivering proactive, compliant solutions to reduce clients’ tax burdens and improve their overall financial stability.

Requirements

• Analyze and respond to federal and state tax notices with precision and in compliance with current regulations.
• Serve as the primary contact with tax authorities, representing client interests in audits, correspondence, and negotiations.
• Prepare supporting documentation and coach clients through audit-related processes and expectations.
• Use authoritative tax research tools to develop defensible strategies and support responses.
• Identify opportunities for penalty relief and manage the preparation and filing of abatement requests.
• Maintain detailed records of all correspondence, filings, and outcomes to meet compliance requirements.
• Partner with tax, legal, and financial departments to provide a holistic, client-focused resolution experience.

Nice To Haves

• Enrolled Agent preferred.

Responsibilities

• Analyze IRS and state tax notices, prepare accurate responses, and determine required actions for resolution.
• Represent clients in correspondence and negotiations with the IRS and state authorities to resolve penalties, notices, and audits.
• Prepare audit defense files, collect documentation, and provide guidance on audit expectations and strategies.
• Conduct technical research to develop compliant responses and identify resolution opportunities.
• Identify and apply for penalty abatements, tax relief programs, and settlement options.
• Maintain accurate records of tax notice responses, resolutions, and client communications.
• Collaborate with internal departments to support integrated tax resolution strategies.
• Recommend and implement process improvements for handling tax notices and audit cases.
• Educate clients on notice triggers and compliance practices to prevent recurring issues.
• Utilize tax software and digital tools to manage client cases efficiently and compliantly.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level